Values-Based

Values-Based Retirement Options for You and Your Employees

Mutual of America Financial Group provides plan sponsors with comprehensive retirement plan investment options that can align with the values of your organization.

We believe saving for retirement and your organization's values don't have to be mutually exclusive. A Mutual of America representative can help you design your plan (ERISA or non-ERISA) so you can include certain investment options to fit your employees' needs. We offer Environmental, Social and Governance (ESG) funds as well as faith-based investment choices.

Retirement plans we offer

Our representatives work with organizations like yours to help enhance your employees' retirement readiness through flexible plan designs.

Services we provide

For Your Organization

Experienced team of specialists to help design cost-effective retirement plans
Prescreened funds with customizable investment menu
A diverse choice of investment options
Payroll integration, online enrollment and automated compliance services

For Your Employees

On-site and virtual enrollment meetings
Exceptional customer service
Educational resources to help employees learn about saving for retirement
Retirement distributions

Advantages for you

Environmental, Social and Governance (ESG) Funds

ESG investment options allow your employees to invest in funds that your organization is ethically aligned with. Our representatives will help you design a plan through which you can choose investment funds, like the Calvert¹ suite and Neuberger Berman fund², that are sensitive to a variety of ESG-related issues.

Faith-Based Offerings

Mutual of America Financial Group makes available Ave Maria³ funds for organizations that may have participants who prefer to invest in companies that comply with the standards of the Catholic Advisory Board as well as the Mutual of America Catholic Values Index Fund⁴.

In addition, we have teamed up with Investing for Catholics (IFC) to create a combined solution that offers Catholic-focused investment portfolios.

Peace of Mind

Saving for retirement and investing in what you believe in, shouldn't have to be mutually exclusive. We have options to help employees choose investments that align with their goals and personal values.

This suite of funds include Calvert US Large Cap Core Rspnb Idx R6, Calvert US Mid Cap Core Rspnb Idx 1, Calvert Bond R6 and Calvert International Responsible Idx R6.
This refers to the Neuberger Berman Sustainable Eq R6 fund.
This refers to the Ave Maria Rising Dividend Fund and Ave Maria Bond.
This refers to our Mutual of America Catholic Values Index.

Get In Touch

Customer Support

For current plan sponsors and participants

Prospective Plan Sponsors

For employers looking to change or start a new retirement plan

LEARN MORE

You should consider the investment objectives, risks, and charges and expenses of the investment funds and, if applicable, the variable annuity contract, carefully before investing. This and other information is contained in the funds' prospectuses and summary prospectuses and the contract prospectus or brochure, if applicable, which can be obtained by calling 800.468.3785 or visiting mutualofamerica.com. Read them carefully before investing.